FUFRX | SOCUX | FUFRX / SOCUX | |
Total Expense Ratio | 0.50 | 2.29 | 22% |
Annual Report Gross Expense Ratio | 0.52 | 2.66 | 20% |
Fund Existence | 12 years | 2 years | - |
Gain YTD | 8.410 | 8.444 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 500 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.84B | 37.5M | 18,245% |
Annual Yield % from dividends | 2.43 | 7.57 | 32% |
Returns for 1 year | 17.95 | 22.24 | 81% |
Returns for 3 years | 16.70 | N/A | - |
Returns for 5 years | 35.52 | N/A | - |
Returns for 10 years | 70.42 | N/A | - |